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Advisor at VALUEWEALTH SERVICES, LLC
ANNAPOLIS, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALUEWEALTH SERVICES, LLC | Independent wealth | Sep 4, 2019 | n/a | yes | ANNAPOLIS, MD | Current employment |
| THE INSTITUTE | Independent wealth | May 10, 2019 | Mar 12, 2020 | no | Annapolis, MD|DENVER, CO | Previous registration |
| INSTITUTE FOR WEALTH ADVISORS, INC. | Former SEC adviser | Dec 21, 2018 | Apr 30, 2019 | no | Annapolis, MD|DENVER, CO | Previous registration |
| ARMSTRONG DIXON | Independent wealth | Jun 6, 2017 | Dec 19, 2018 | no | BALTIMORE, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | May 11, 2017 | Jun 7, 2017 | no | HUNT VALLEY, MD|HUNT VALLEY, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE INSTITUTE | VALUEWEALTH SERVICES, LLC | Mar 12, 2020 | Sep 4, 2019 | -190 | Firm change after gap | RIA to RIA |
| INSTITUTE FOR WEALTH ADVISORS, INC. | THE INSTITUTE | Apr 30, 2019 | May 10, 2019 | 10 | Firm change | RIA to RIA |
| ARMSTRONG DIXON | INSTITUTE FOR WEALTH ADVISORS, INC. | Dec 19, 2018 | Dec 21, 2018 | 2 | Firm change | Other |
| OSAIC FA, INC. | ARMSTRONG DIXON | Jun 7, 2017 | Jun 6, 2017 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 127207:304049:CO:2020-03-12 | Mar 12, 2020 | Sep 4, 2019 | DENVER, CO | Firm change after gap |
| 149347:127207:CO:2019-04-26 | Apr 30, 2019 | May 10, 2019 | DENVER, CO | Firm change |